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Cleveland Office
PS Executives Center, Crown Centre, 5005 Rockside Road, Suite 600, Cleveland, OH 44131
Phone: 440.630.9400
Fax: 440.630.9401
Office of Supervisory Jurisdiction
1125 NW Couch Street, Suite 900, Portland, OR 97209
Phone: 888.520.6784
ABOUT HEIRMARK
Experienced Life Insurance Acquisition Specialists.
Collectively, we have decades of experience and industry specific designations. While we all have different backgrounds and expertise, we are connected in our mission to deliver life insurance strategies designed exclusively for affluent families and business owners.
Raymond C. Nash
PRINCIPAL & CEO
Raymond founded Heirmark in 2007 with a vision to transform the way affluent families, business owners, and their advisors acquire life insurance, creating a transparent, open planning model that has grown into a premier life insurance firm dedicated to innovative strategies.
With 25+ years of experience spanning insurance, investments, commercial banking, private banking, and income tax planning, Raymond brings a well-rounded financial background to his clients. He earned his degrees from the University of Akron and stays current on industry trends and legislation as a member of Finseca and the Estate Planning Council of Cleveland.
NHRA race team owner and driver who knows the value of protection — on the track and in life.
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With over 20 years of experience in the life insurance industry, Jenny creates marketing materials that effectively showcase techniques and inspire the use of innovative solutions for estate and business planning.
Jenny Lovell
Director of Marketing
With almost 20 years of experience, Amy designs insurance-based planning strategies and ensures clients' coverage remains competitive through proactive policy reviews and market monitoring.
Amy Cooper
Director of Case Design & Client Service
Jason leverages his diverse background in succession planning to identify new business development and marketing opportunities for the firm.
Jason Malko
Research Marketing Assistant
With over 30 years of experience, Lucie leverages deep carrier relationships and cutting-edge underwriting knowledge to secure competitive offers for high net worth clients with complex risk profiles.
Lucie Turco
Director of Underwriting
ABOUT HEIRMARK
Experienced Life Insurance Acquisition Specialists.
Collectively, we have decades of experience and industry specific designations. While we all have different backgrounds and expertise, we are connected in our mission to deliver life insurance strategies designed exclusively for affluent families and business owners.
Raymond C. Nash
PRINCIPAL & CEO
Raymond founded Heirmark in 2007 with a vision to transform the way affluent families, business owners, and their advisors acquire life insurance, creating a transparent, open planning model that has grown into a premier life insurance firm dedicated to innovative strategies.
With 25+ years of experience spanning insurance, investments, commercial banking, private banking, and income tax planning, Raymond brings a well-rounded financial background to his clients. He earned his degrees from the University of Akron and stays current on industry trends and legislation as a member of Finseca and the Estate Planning Council of Cleveland.
NHRA race team owner and driver who knows the value of protection — on the track and in life.
ABOUT HEIRMARK
Experienced Life Insurance Acquisition Specialists.
Collectively, we have decades of experience and industry specific designations. While we all have different backgrounds and expertise, we are connected in our mission to deliver life insurance strategies designed exclusively for affluent families and business owners.
Raymond C. Nash
PRINCIPAL & CEO
Raymond founded Heirmark in 2007 with a vision to transform the way affluent families, business owners, and their advisors acquire life insurance, creating a transparent, open planning model that has grown into a premier life insurance firm dedicated to innovative strategies.
With 25+ years of experience spanning insurance, investments, commercial banking, private banking, and income tax planning, Raymond brings a well-rounded financial background to his clients. He earned his degrees from the University of Akron and stays current on industry trends and legislation as a member of Finseca and the Estate Planning Council of Cleveland.
NHRA race team owner and driver who knows the value of protection — on the track and in life.